D1 Capital Partners’s US Foods USFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$79.5M	Sell	1,032,000 -290,000	-22%	-$22.3M	1.1%	27
2025 Q1	$86.5M	Buy	+1,322,000	New	+$86.5M	1.33%	26